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Vice President, Tax Planning

4 months ago

Chicago, United States Northwestern Mutual Full time

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Summary

Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM’s high net worth clients; directs all phases of team’s operations; contributes to development and drives execution of tax planning strategy.

Primary Duties & Responsibilities

Drives execution of tax planning strategy to differentiate the company and its advisors in high net worth market

Leads development and delivery of tax planning solutions to meet evolving needs of top advisors and high net worth clients

Leverages tax planning expertise to position NM as thought leader to advisors, clients and external centers of influence

Creates and implements a structure for the team as it grows and evolves

Builds and manages relationships with top advisors to maximize effectiveness of team

Consults with advisors and clients on complex high-profile situations

Identifies opportunities and leads initiatives across the company that advance NM’s tax planning capabilities

People management responsibilities supporting our people vision and employee experience, including developing and retaining a team, creating an inclusive environment, and driving high performance.

Qualifications

CPA Required. Other advanced degrees or designation preferred; CFP, MBA, JD

Series 6 or 7 (or within 9 months of hire date)

Minimum of 10 years of relevant work experience including at least 4 of private client experience or in financial services industry

Broad understanding of estate and business planning strategies, financial planning, investment and insurance products

Demonstrated strength consulting with high net worth clients ($20M+) and financial advisors

Client centric written and verbal communication skills

Experience developing and executing strategy in dynamic environment

Ability to influence, advocate and implement change with internal and external stakeholders

Excellent manager skills to grow and develop CPAs, effectively use resources or deep technical expertise

Location:

This role is located in Milwaukee, WI. Ideal candidate would come into Milwaukee 2-3 days per week.

Compensation Range

Pay Range – Start:

$146,440.00

Pay Range – End

$271,960.00

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an in

dividual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additiona

l information relating to location-based pay structures.

Job Posting End Date

04/19/2024

The timeline for this job posting may be shortened or extended based on organizational needs

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

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